Congress Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Congress Wealth Management's SHE Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 14% in Q2 2025, buying an estimated $73K and bringing the position to 5,049 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #845.

Congress Wealth Management first reported a position in SHE in Q4 2021 and has held it in 13 quarters since. The position peaked at $693K in Q4 2021. 112 funds tracked by Wall St. Rank hold SHE as of Q2 2025.

• Congress Wealth Management held 5,049 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $630K as of Q2 2025.
• Congress Wealth Management bought 627 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2025, an estimated $73K.
• State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #845 holding.
• Congress Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and has held it in 13 quarters since.
• Congress Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $693K in Q4 2021.
• 112 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.